Wealth Management Built on Integrity and Experience
At Auri Elan, we understand the unique challenges that come with managing wealth. We have served as a trusted partner of individuals and families, providing wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals.
We bring proven expertise to bear on every aspect of a client’s wealth: from accumulation and growth through preservation and distribution. By taking an objective and proactive approach that reflects the nuances and complexities of each situation, we continue to build trusted relationships.
The Power of a Holistic Approach
Recognizing that no two clients are alike, we take the time to listen and understand your particular needs, goals, and vision. This understanding serves as the basis from which we develop an integrated plan that addresses every facet of your wealth. Our comprehensive approach is designed to create a plan that achieves your near- and long-term goals, whether you are seeking fundamental investment management, need to ensure the orderly succession of ownership for a family business, are providing care for an aging family member, or are looking to establish a philanthropic legacy that makes a difference in your community.
When crafting an integrated wealth management plan, we draw on our expertise in the following areas:
- Financial planning
- Retirement income planning
- Estate planning
- Tax planning
- Business succession
- Intergenerational wealth transfer
Investment Management: Institutional Thinking for Individual Investors
We believe that individuals and families with significant wealth can benefit from the rigor and sophistication that typically characterize institutional portfolio management. Our approach to managing client assets is rooted in the following core strengths:
Deep understanding. Before we invest any money, we determine a client’s goals, tolerance for risk, and time horizon. Only then do we consider asset allocation and diversification.
Disciplined Portfolio Construction. Based on the specifics of each client’s situation, we provide exposure to an appropriate mix of traditional and nontraditional assets. We also seek to provide diversification within each asset class—across sectors, industries, and countries.
Rigorous oversight. When implementing a client’s investment strategy, we use a stringent process to screen possible investment solutions, selecting those that meet the objectives established for the client. Once the appropriate managers have been chosen, we provide ongoing oversight and make changes as necessary.
Why Our CFA Credential Matters
Today’s financial markets demonstrate the importance of having reliable evidence of your financial adviser’s integrity, experience, and commitment. Among the credentials that financial professionals may hold, none are more highly regarded than or as rigorously focused on investment knowledge as the Chartered Financial Analyst® designation. Richard Suder, President of Auri Elan Financial, is a CFA charterholder and embodies the following core tenets:
Ethics. Every CFA charterholder is required to annually sign a statement declaring adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.
Knowledge and Experience. Every CFA charterholder has at least four years of industry experience and has passed 18 hours of rigorous examinations.
Global Relevance. The CFA charter has become the global professional investment credential. There are CFA charterholders in more than 130 countries, with increasing demand worldwide for the CFA program.
Recognition. The Economist has called the CFA credential the “gold standard” of the investment industry.
Learn more at CFAInstitute.org.